Rachael Reese

Rachael has direct responsibility for managing client relationships and brings extensive experience working with multi-generational families to provide comprehensive advisory services. She enjoys working with clients to identify, implement, and monitor strategies that help meet each client’s investment, charitable, tax, estate, and wealth-transfer goals.

Prior to joining AlTi, Rachael spent fifteen years at Tolleson Wealth Management, where she worked with individuals and families to understand their goals and objectives and manage all their wealth and investment-related matters. Earlier in her career, Rachael served as an Assistant Vice President on the client advisory team at Kanaly Trust Company in Houston.

Family Wealth Alliance recognized Rachael with the 2022 Family Wealth Alliance Young Professionals Award. Rachael recently participated in a 2-year training program with Next Leadership Forum, sponsored by BNY Mellon/Pershing, engaging with next level wealth management leaders.

Rachael is a CERTIFIED FINANCIAL PLANNER. She holds a Bachelor of Sciences in Personal Financial Planning and with a minor in Business Administration from Texas Tech University.